Worth Financial Advisory Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Worth Financial Advisory Group’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$255K	Buy	+4,659	New	+$243K	0.11%	171
2024 Q4	–	Sell	-5,919	Closed	-$216K	–	158
2024 Q3	$216K	Sell	5,919 -740	-11%	-$25.3K	0.13%	157
2024 Q2	$223K	Sell	6,659 -1,188	-15%	-$39.1K	0.15%	133
2024 Q1	$253K	Buy	7,847 +305	+4%	+$9.61K	0.18%	121
2023 Q4	$242K	Buy	7,542 +150	+2%	+$4.63K	0.19%	115
2023 Q3	$224K	Buy	7,392 +340	+5%	+$10.8K	0.2%	114
2023 Q2	$223K	Sell	7,052 -721	-9%	-$22.6K	0.21%	110
2023 Q1	$245K	Sell	7,773 -34,079	-81%	-$1.08M	0.23%	101
2022 Q4	$1.26M	Buy	+41,852	New	+$1.23M	1.46%	15

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Worth Financial Advisory Group's ESGE Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 4,659 shares worth $255K. The stake represents 0.11% of the portfolio and ranks #171 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in ESGE as recently as Q3 2024.

Worth Financial Advisory Group first reported a position in ESGE in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.26M in Q4 2022. 634 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Worth Financial Advisory Group held 4,659 shares of iShares ESG Aware MSCI EM ETF worth $255K as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new Worth Financial Advisory Group position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.11% of Worth Financial Advisory Group's portfolio in Q2 2026, its #171 holding.
Worth Financial Advisory Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 9 quarters since.
Worth Financial Advisory Group's iShares ESG Aware MSCI EM ETF position peaked at $1.26M in Q4 2022.
634 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.